Lead Portfolio Manager - Option Strategies at Focus Financial Partners

<p><span style="font-size: 12pt;"><strong></strong></span></p> <p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">NorthCoast Asset Management is looking for a Lead Portfolio Manager - Option Strategies to join our team in our Stamford, CT office in a trade execution role. Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.&nbsp; In addition, the candidate will be required to maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.&nbsp; The candidate will also cross train with the operations group where he/she will reconcile client’s portfolio data, research and resolve any cash related inquiries and resolve failing transactions with custodians and counterparties.</span></p> <p><span style="font-size: 12pt;">This position requires a presence in the Stamford office five days a week.&nbsp;</span><br><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Building, executing and allocating trades across 7,000+ client accounts</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Researching and resolving trade and position breaks with executing brokers</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Reviewing client specific restrictions</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.</span></li> </ul> <p><span style="font-size: 12pt;"><strong>Qualifications</strong>.</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Bachelor’s degree.&nbsp;</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">A positive attitude and high energy level</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">High attention to detail</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to multitask in a fast-paced and sometimes stressful environment</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">intermediary + knowledge of Microsoft products especially Excel</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Proactive communication and follow-up</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Knowledge of SS&amp;C Technologies GWP, visual Basic and Python is a plus, but we are willing to train.</span></li> </ul> <p><span style="font-size: 12pt;">The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $115,000 - $120,000/year<strong>.</strong> Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.&nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.&nbsp;</span></p> <p><span style="font-size: 12pt;">#LI-KP1</span></p> <p><span style="font-size: 12pt;"><strong></strong></span></p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&nbsp;</span></p> <p><span style="font-size: 12pt;">Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:[email protected]">[email protected]</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>